Jean-Marc Ulysse Headshot Image

Jean-Marc Ulysse

Financial Advisor
1819 Main Street
Floor 12
Sarasota FL 34236
(941) 364.5610
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today’s changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies
With 5 years in the financial services industry, Jean-Marc Ulysse joined Merrill Lynch Wealth Management in 2023 and today focuses on serving multi-generational families. He received his bachelor’s degree in Accounting from University of South Florida.
Jean-Marc Ulysse follows a disciplined process that begins with first taking the time to get to know you, your family, your family’s financial situation and what matters most to all of you. I hold the Chartered Retirement Planning Counselor™ designation. I am passionate about delivering excellent service.

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jean-Marc Ulysse is registered to do business in AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, MA, ME, MI, MN, MO, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA, WA, WI, WV.